So who thinks that the market is going to quietly creep up to its highs again & the talks on less spending/market downturn are misleading?

Was April 8th the last great dip? Seems like the China US tariff talks will consistently move ahead and resolve at a certain point which the market may have already priced in? Yes there may be less spending, but it does not seem to be affecting the stock market. As for the real estate market homes are being left in inventory, but once they lower the rates that house buying will probably begin again. It seems like a repeat of the past interest rate cut scenarios could take place and the market takes off even higher- both in home prices and stock prices. Is this really going to happen again?
So if the above looks like it may happen, what stocks were you buying? For those who are in cash how long do you stay in it?